EG-S-MS (98) 2 GENDER MAINSTREAMING Conceptual framework, methodology and presentation of good practices Strasbourg, May 1998 EG-S-MS (98) 2 [s:\equality\eg-s-ms\eegsms2.98] GENDER MAINSTREAMING Conceptual framework, methodology and presentation of good practices Final Report of Activities of the Group of Specialists on Mainstreaming (EG-S-MS) Strasbourg, May 1998 2 To obtain further copies of this document, contact: Section on Equality between Women and Men Directorate of Human Rights Council of Europe F - 67075 STRASBOURG CEDEX France Tel: Fax: (33) 3 88 41 23 39 (33) 3 90 21 49 18 Contents Introduction ...................................................................................................................................5 Part I: 1. 2. 3. 4. 5. 6. What is gender mainstreaming? ........................................................................7 What is gender equality? ....................................................................................................7 Are there still problems with gender equality in Europe? ...............................................10 What is gender mainstreaming and where does it come from? ......................................13 How does gender mainstreaming relate to specific gender equality policy? ..................16 What are the difficulties that might accompany gender mainstreaming? .......................18 Why is gender mainstreaming so important? ..................................................................20 Part II: 1. 2. 3. 4. What are the necessary prerequisites or facilitating conditions for gender mainstreaming? ....................................................................................................23 When, what and where to mainstream? ...........................................................................26 What techniques and tools are available? ........................................................................29 Who are the potential actors and what role can they play? .............................................35 Part III: 1. 2. A methodology for gender mainstreaming .....................................................23 Gender mainstreaming in practice ..................................................................39 Constructing a mainstream policy plan ............................................................................39 Good practices of gender mainstreaming ........................................................................44 i. Good practices of a gender mainstreaming policy plan ......................................46 ii. Good practices of particular mainstreaming instruments and initiatives .......................................................................................................60 Appendices Appendix A: Members of the Group of Specialists ..................................................................75 Appendix B: Terms of reference ...............................................................................................76 Appendix C: Gender mainstreaming at the level of the Council of Europe .............................77 Bibliography ................................................................................................................................81 3 4 Introduction The present report is the result of five working meetings of the Group of specialists on mainstreaming (EG-S-MS), which was set up by the Council of Europe in 1995. The group was composed of eight experts: two members of the Steering Committee for Equality between Women and Men (CDEG) and six specialists in the field of gender equality (see Appendix A). The terms of reference of the group (see Appendix B) stated that it was to carry out a survey of measures taken and implemented for the mainstreaming of a gender perspective into general policies, programme planning, as well as into sectoral policies and activities at all levels of society, both in the member States of the Council of Europe and in regional or international organisations. On the basis of this survey, the committee was to prepare a conceptual framework and a methodology for mainstreaming gender equality and identify techniques, tools and actors for integrating and evaluating the gender dimension in an effective and visible way. As the terms of reference included transmitting recommendations to the member States and to the different bodies of the Council of Europe, examples of good practices were collected and special attention was paid to the present work of the Council of Europe, especially at intergovernmental level (see Appendix C). The Group relied mainly on two sources of information. Firstly, it collected the existing policy documents, strategy or working papers. Secondly, women’s studies centres and other organisations and institutions possessing specialist gender related knowledge were consulted. The report is based on this material and on discussions in the group. The aim of this report is to stimulate the various policy actors of the member States and the different bodies of the Council of Europe to initiate concrete actions in the field of gender mainstreaming, and to facilitate their initiatives. The recommendations contained in the report are meant to be general, and are valid for all levels (national, regional and local), as well as for the Council of Europe. Saying this, the Group is well aware of the fact that a finality has not yet been reached. Gender mainstreaming is a strategy in full development and many options and paths might still have to be discovered. The report is based on the information currently available and should be seen as an attempt at sharing and transmitting knowledge. There is a growing process of exchanging information between international organisations, their member states and individual actors. We hope that the reflections contained in this report will be of some help, use and stimulation to others in their efforts to develop gender mainstreaming methods and to put them into action. The first part of the report contains the conceptual framework on gender mainstreaming. It places the strategy of mainstreaming in the context of achievements in terms of gender equality. It describes the origins of mainstreaming and its relation to specific gender equality policy. It discusses the problems which might occur when implementing a new strategy such as gender mainstreaming and explains why this strategy is nonetheless important. Part II exposes the facilitating conditions and necessary prerequisites for gender mainstreaming. Furthermore, it gives an overview of the ingredients available for, and the actors concerned by, gender mainstreaming. 5 The third part of the report is intended as a support for undertaking concrete action. It discusses the points to keep in mind when elaborating a policy plan on gender mainstreaming and gives some indications for monitoring the process. Finally, it contains a broad range of examples of gender mainstreaming efforts. The Group hopes that the Council of Europe will actively support the dissemination of this report as well as the implementation of the ideas which it contains, both in its member States and within the Organisation itself. It suggests that the report be transmitted to governments and other authorities of the member States, to the different bodies of the Council of Europe and its Secretariat, and be used as a tool for mainstreaming. 6 Part I: What is gender mainstreaming? The first part of the report contains the conceptual framework of gender mainstreaming. It places the strategy of mainstreaming in the context of achievements in terms of gender equality. It describes the origins of gender mainstreaming and its relation to specific gender equality policy. It discusses the problems which might occur when implementing a new strategy such as gender mainstreaming and explains why this strategy is nonetheless important. 1. What is gender equality? Gender equality means an equal visibility, empowerment and participation of both sexes in all spheres of public and private life. Gender equality is the opposite of gender inequality, not of gender difference, and aims to promote the full participation of women and men in society. For a long time - and it is often still the case - gender equality in Europe was defined as giving girls and boys, women and men, de jure equal rights, equal opportunities, equal conditions and equal treatment in all fields of life and in all spheres of society. Nowadays, it is recognised that equality de jure does not automatically lead to equality de facto. It is important to understand that men's and women's living conditions are very different - to some degree because of the childbearing function of women. The main point is not the mere existence of such differences, but the fact that these differences should not have a negative impact on the living conditions of both women and men, should not discriminate against them and should contribute to an equal sharing of power in economy, society and policy-making processes. Gender equality is not synonymous with sameness, with establishing men, their life style and conditions as the norm. In order to define gender equality, a closer look has to be taken at the gender concept. Two aspects are important in this context: the social construction of gender and the relationship between the sexes. Gender is a socially constructed definition of women and men. It is the social design of a biological sex, determined by the conception of tasks, functions and roles attributed to women and men in society and in public and private life. It is a culture-specific definition of femininity and masculinity and therefore varies in time and space. The construction and reproduction of gender takes place at the individual as well as at the societal level. Both are equally important. Individual human beings shape gender roles and norms through their activities and reproduce them by conforming to expectations. There is a growing awareness that gender has to be 1 considered also at a political and institutional level . Policies and structures play a very 1 UNIFEM, 1995:7. Conclusions of the Conference on "Equality and democracy: Utopia or challenge, Council of Europe, 1995. 7 important role in shaping the conditions of life, and in doing so, they often institutionalise the maintenance and reproduction of the social construction of gender. A history of discrimination and restraining roles is unconsciously written into everyday routines and policies. Gender is not only a socially constructed definition of women and men, it is a socially constructed definition of the relationship between the sexes. This construction contains an unequal power relationship with male domination and female subordination in most spheres of life. Men and the tasks, roles, functions and values contributed to them are valued - in many aspects - higher than women and what is associated with them. It is increasingly recognised that society is characterised by this male bias: the male norm is taken as the norm for society as a whole, which is reflected in policies and structures. Policies and structures often unintentionally 2 reproduce gender inequality . Gender equality means accepting and valuing equally the differences between women and men and the diverse roles they play in society. Gender equality includes the right to be different. This means taking into account the existing differences among women and men, which are related to class, political opinion, religion, ethnicity, race or sexual orientation. Gender equality means discussing how it is possible to go further, to change the structures in society which contribute to maintaining the unequal power relationships between women and men, and to reach a better balance in the various female and male values and priorities. Looking back at the two aspects of the gender concept discussed above, this implies calling into question the domination of ways of life, thinking and interests associated with men and the way in which our societal structures reproduce this norm. The problem is gender hierarchy, not women. The quintessence is to assure that the social construction of gender leaves room for difference and does not contain a 3 notion of hierarchy placing men higher than women . It implies a real partnership between women and men and their shared responsibility in removing imbalances in public and private life. It is a question of using the competencies, skills and talents of each and every citizen, of involving both women and men in building society, solving problems and preparing the future. Society, in order to develop, is dependent on the utilisation of all human resources, and both women and men must participate fully to meet the different needs of society. Gender equality must be constantly fought for, protected and promoted - like human rights, of which it is an integral part. Achieving gender equality is a continuous process that has to be constantly put into question, thought about and redefined. At present, the most important targets for gender equality include the following aspects: • An important target is the recognition and full implementation of women’s rights as human Final Report of the Group of Specialists on Equality and Democracy, Council of Europe, 1996. 2 3 Scott's definition of gender links gender and power, because she states that "gender is a primary way of signifying relationships of power". According to Scott, gender becomes implicated in the conception and construction of power itself, because gender references establish to a certain extent distributions of power, that is differential control over, or access to, material and symbolic resources. (Scott, 1986: 1067) UNIFEM, 1995:7. Final Report of the Group of Specialists on Equality and Democracy, Council of Europe, 1996. 8 rights. This includes effectively respecting, protecting and promoting the human rights of both women and men and, by taking the necessary measures, enabling both women and men to enjoy fully these rights. It also means combating interferences with women's liberty and dignity (combating violence against and trafficking in women or forced prostitution, promoting free choice in matters of reproduction and lifestyles, addressing the specific problems of migrant and minority women). • Besides human rights, the development and improvement of representative democracy is the most important pole. The persistent under-representation or sometimes absence of women in decision-making at all levels and in all fields of life is a major problem, even though there are great variations in this respect between countries. Promotion of the equal participation of women and men in political and public life and all other walks of life is part of the development of society. It is important for society as a whole that both women and men participate in all decisions taken in a society, given their various experiences in life. When women or men constitute about one third (the critical mass) of the members of a decision-making body, they influence the agenda and there is a real possibility for change. It is important also that women become visible in societal events to the same degree as men, and in the history of every state. • Another very important target for gender equality is the individual’s economic independence, which leads to the securing of equal pay, equal access to credit, equal conditions on the labour market and the distribution of assets that take into account gender differences in private life. The position that women and men have in the economy is in many ways crucial to the balance of power between them. Fighting the feminisation of poverty is also important in this regard. Linked to the need for the individual’s economic independence is the aim to reconcile family and working life for both men and women. • Education is a key target for gender equality as it involves the ways in which societies transfer norms, knowledge and skills. It is crucial that the education systems and all elements of these systems (teachers, schools, textbooks, research institutes and so on) empower both girls and boys, and take care in counterbalancing the existing gender hierarchies. Media professionals can be a target here too, as they have a very powerful position in the transfer and consolidation of norms and knowledge. • The last target to be mentioned is women’s and men’s common acknowledgement of the 4 need to remove imbalances in society and their shared responsibility in doing so . It can be assumed that the achievement of the targets of human rights, democracy, economic independence and education in a context of shared responsibilities between women and men to resolve imbalances, lead to a society where both women and men experience well-being in public and in private life. It is also a way to a deeper understanding and implementation of democracy as such. 4 Declaration and Resolutions adopted at the 4th European Ministerial Conference on equality between women and men, Istanbul, 1997. 9 2. Are there still problems with gender equality in Europe? The most important achievement in gender equality may be a growing awareness of the need 5 and willingness to promote gender equality . Some countries set up gender equality policy machineries, equality policies are developed and implemented and growing attention is paid to specific women’s issues. Parallel to this, there is the development of an increasing amount of knowledge and expertise on the position of women and on gender issues. There is also a 6 growing awareness of the role men play in promoting gender equality . The other main achievement is the effective advancement of women. In Europe, the level of education of women is rising, they participate more than before in the formal labour market and they are taking a more active part in public and political life and in decision-making. However, there has been little progress in this field in many European countries for many years - rather the 7 contrary - even if women should, in theory, have every opportunity to enter decision-making . In Central and Eastern Europe, there is a lot of pressure on the former achievements in terms of gender equality. Nonetheless, the development of a civil society in these countries leaves women more room to set up their own movements and NGOs and offers new possibilities to participate effectively in decision-making. However, these advancements should not be overestimated. Despite important progress, and even if in Europe women have obtained de jure equal rights and equal status with men, they are still discriminated against in many areas of life. Moreover, new forms of inequality have 8 developed and there is increasing acknowledgement of the diversity between women . In fact, the progress towards gender equality seems to encounter a number of blockages in Europe and there are indications that this will not change straight away. The structural changes which have been occurring in Europe for over two decades, as a consequence of a globalisation process of financial, capitalist and economic systems, accelerated technological innovation, greater world competitiveness and increasing liberalisation, have been followed by a set of serious social problems which are producing millions of victims and are a menace to the European welfare model. Massive unemployment, greater inequalities, devaluation of human work, pauperisation of large parts of societies, social exclusion, wars and armed conflicts, ecological imbalances are some of the issues that mobilise, today, the attention of governments and public authorities. These issues affect women differently than men and can limit, to some extent, their right to free choice, e.g. in matters relating to sexuality, reproductive health and 9 lifestyles . They also have the result that gender equality in many countries is not regarded as a 5 6 7 8 9 Leijenaar, 1997. Proceedings of the Council of Europe's International Seminar on "Promoting equality: a common issue for men and women", Council of Europe, 1997. Document on "Women in politics", Council of Europe, 1997. Walby, 1997:5. Walby, 1998. 10 priority, and that ‘more urgent’ problems should be solved before gender equality is tackled. Europe is also undergoing changes at the political and institutional levels. In Western Europe a new vision of the government’s functions and role is evolving, crowding out the welfare state model, in which governments play an important and extensive regulating role. Following this new ‘lean thinking’, governments should play more of a managing rather than a regulating function. Increasingly, governments consider themselves to be an acting manager, running society in an efficient but not too extensive way, leaving the rest to market forces and civil society. Goal and targets, efficiency, but above all a lean government are central to this management discourse. Such policies are not favourable to gender equality as they do not see the necessity of reconciling work and family life and, more generally, only measure progress in economic rather than human terms. Many former regimes in Central and Eastern Europe were characterised by a well-developed infrastructure which allowed women to combine work and family life, provided a high level of social security, an accessible health system or a more liberal legislation on abortion. Those rules, partly arising out of an equality ideology, had as a main objective to integrate women fully into the production process. Equal rights did not always allow for a free choice, and equality was mostly defined as sameness. Therefore, the current attitude towards equality policies is often a hesitant one. Moreover, the structural macro-economic and other problems make governments concentrate their efforts on ‘heavy’ policy areas, which, as mentioned above, leave 10 little room for equality issues . The question to ask at this stage is why gender equality has not yet been fully achieved. What are the reasons for the lack of progress and of understanding gender equality? At the dawn of the new millennium, the idea prevails that equality is achieved because discriminating 11 provisions are removed if states ratify the CEDAW Convention . The vast majority of member States of the Council of Europe have ratified this Convention. At the same time, many states have instituted an equality legislation in order to achieve absolute prohibition of discrimination and full respect for equal treatment. It is recognised that this legislation is a necessary basis for the promotion of equality and it has become fairly strong during the last years. The main problem, therefore, is that the definition of equality used is a very narrow one of de jure equality and that protection against discrimination is not always provided. A second problem is the fact that women mainly had to work on these questions outside the ‘mainstream’ of society. Equality machineries are often considered to be in isolation, even if they are also a laboratory where excellent knowledge of gender issues is generated and concentrated. Looking back at what has already been said about the way in which societal structures reproduce gender inequality, this signifies that equality policy machineries function in Proceedings of the Council of Europe's Information Forum on "Guaranteeing freedom of choice in matters of reproduction, sexuality and lifestyles in Europe: trends and developments", Tallinn, 1997. 10 11 Funk & Mueller 1993, Knezevic et al 1997. Convention on the Elimination of All Forms of Discrimination against Women, adopted by the United Nations General Assembly in 1979. 11 12 a structure which upholds gender equality but which they cannot influence profoundly . Equality issues should be addressed where they are provoked. Equality policy machineries in some countries, even if they are attached to an important ministry, often have only a limited range of action and competencies. They have little influence on the policy areas that most affect people’s lives and equal opportunity measures can hardly redress the imbalances provoked 13 through other policies . A third problem is that the position of women in decision-making is weak in most countries. A more balanced presence of women and men would be needed to give gender equality a prominent place on the political agenda. The last problem is partly due to the methods used up until now to promote gender equality. Most policies were concerned with the specific needs of women. Additionally, these policies mainly targeted women and not men, even those aimed at redressing the imbalances between the sexes. These policies, therefore, only reached a limited public which mainly consisted of women. It is clear that changes will be limited, as long as they only focus on one side of the 14 problem . Equality policy should ensure that a gender perspective is integrated into all policy areas and that the whole of society is involved in promoting equality. As imbalances between women and men continue to influence all walks of life, it is becoming increasingly clear that new approaches, new strategies and new methods are needed to reach the goal of gender equality. The issue of gender equality needs to be addressed at a higher, i.e. more structural, and broader level and it should include a wider range of actors. ‘Gender mainstreaming’ appears now as one of these strategies. Besides, gender mainstreaming seems to suit the prior conditions for further progress: the actual changes at the economical, political and institutional levels stimulate and accompany a process of political and administrative renewal, which involves the development of new strategies and policy instruments. Gender mainstreaming is one of those. These economic and political changes were, if considered under the angle of a “traditional” conception of gender equality, limiting conditions. They correspond to a broader conception of gender equality which aims at using the various competencies and skills and at involving both women and men in building society and preparing the future. 3. What is gender mainstreaming and where does it come from? Gender mainstreaming, as a new concept, appeared for the first time in international texts after the United Nations Third World Conference on Women (Nairobi, 1985), in relation to the 12 13 14 Åseskog, 1997:2, Schalkwijk e.a. 1996:2. McCrudden, 1996. Berget, 1996. 12 debate within the UN Commission on the Status of Women (CSW) on the role of women in development. It was seen as a means of promoting the role of women in the field of development and of integrating women’s values into development work. Actually, it has developed out of necessity: a governmental commitment to implement the ideas of the Nairobi Forward Looking Strategies for the Advancement of Women had as a precondition that the UN organisations dealt with these strategies in their ordinary work. Therefore, a Resolution on the future work of the Commission on the Status of Women was adopted in 1986, which decided to integrate fully the Forward Looking Strategies into both economic and social development programmes. In 1987 the CSW, on the basis of the decisions taken in 1986, urged all bodies in the UN system which had not yet done so, including regional Commissions and specialised agencies, to formulate and put into effect a comprehensive policy on women’s equality and to incorporate it into their medium-term plans, statements, objectives, programmes and other important policy documents. At the United Nations Fourth World Conference on Women (Beijing, 1995), the strategy of gender mainstreaming was explicitly endorsed by the Platform for Action which was adopted at the end of the Conference. The Platform for Action calls for the promotion of the policy of gender mainstreaming, repeatedly stating that "governments and other actors should promote an active and visible policy of mainstreaming a gender perspective in all policies and programmes, so that, before decisions are taken, an analysis is made of the effects on women and men, 15 respectively" . Even though it does not give any guidelines on how to develop and implement this policy, many countries have adopted a national plan for gender mainstreaming as a result of the Platform for Action (see Part III). In recent years, it has mostly been within the different intergovernmental European organisations that the concept of gender mainstreaming has been promoted. It was mentioned in the European Commission's third medium-term Community action programme on equal opportunities for women and men (1991-1995) and became a central issue in the current fourth 16 action programme. The Commission also adopted a communication on gender mainstreaming . The Nordic Council of Ministers has decided - in a Programme for Nordic Co-operation on Gender Equality 1995-2000, adopted in March 1995 - to take active steps to have gender equality aspects incorporated in all areas of policy and at all levels. This is a main pillar of the strategy for co-operation on gender equality. Furthermore, it was decided to take active steps to have models for the integration of a gender perspective tested. A three-year pilot project was launched in 1997, aiming at developing and testing methods and tools for gender mainstreaming. It was also in 1995, during the preparations for the Beijing Conference, that the Council of Europe decided to set up the Group of Specialists on mainstreaming, which developed the 15 16 See paragraphs 79, 105, 123, 141, 164, 189, 202, 229, 238, 252, 273. It states that mainstreaming involves “mobilising all general policies and measures specifically for the purpose of achieving equality by actively and openly taking into account at the planning stage their possible effects on the respective situations of men and women (the gender perspective).” COM(96) 67 final from 21.2.1996. 13 present conceptual framework and methodology for gender mainstreaming. 17 Numerous are the discussions on gender mainstreaming , all of them highlighting different aspects. There is little consensus about a definition of gender mainstreaming (most of the definitions speak about integrating a gender equality perspective) or on how to mainstream the gender equality perspective in practice and what this implies. In summary, the following comments can be made: • All definitions focus on the broad goal of obtaining gender equality. Although the word gender equality is not necessarily mentioned, it is referred to in at least an implicit way. Equally, all definitions focus on what will be brought into the mainstream, namely a gender equality perspective or women’s perspectives. • Many definitions merely describe the strategy itself, often reducing the definition to partial aspects of gender mainstreaming: they focus on the full participation of women in decisionmaking or on a tool, such as the screening of policy proposals from a gender perspective. In this case the definition and the goal become one and the same, gender mainstreaming is becoming the goal, it is seen as an end in itself. • Some definitions focus on the effects of gender mainstreaming and what it will provoke in the functioning and structuring of society. These definitions underline the (need for) shifts in organisational cultures and the way of working of institutions or new ways of thinking and approaching policies. These definitions are mainly found in the area of development NGOs. • Many definitions implicitly assume that mainstreaming involves a shift in actors, meaning that ordinary actors are involved in integrating a gender perspective. • Finally, it is striking that gender mainstreaming is very often not defined at all. The Group is aware of the fact that the word mainstreaming is difficult to translate into many languages, and has therefore often been reduced to terms such as "gender-based approach". However, it is clear that mainstreaming is much more: it is an attempt to take gender equality issues into the mainstream of society, the mainstream consisting of the directions, organisations and ideas which make decisions about the policy and the resources regarding general or specific policies such as, for example, education or transport. Therefore, mainstreaming means that gender equality issues would have to be dealt with within work on education, or on transport. In every country, to facilitate its understanding, the concept will have to be translated and carefully explained. The Group decided to use the term “gender mainstreaming” to accentuate the integration of a gender perspective. The Group of Specialists spent part of its work finding a comprehensive definition of gender mainstreaming. The main importance of this definition lies in the fact that it has to include the different aspects mentioned in various definitions. 17 For an overview of relevant literature please consult the bibliography. 14 Firstly, it refers to what has to be integrated in the mainstream, i.e. a gender equality perspective and therefore to the goal that has to be achieved, i.e. gender equality. Secondly, it mentions the functional and structural implications gender mainstreaming involves, i.e. the reorganisation, improvement, development and evaluation of policy processes. Gender 18 mainstreaming is a political process as well as a technical one . It involves new ways of devising and approaching policies, shifts in organisational or in institutional culture and will lead to changes in societal structures. Gender mainstreaming involves the reorganisation of policy processes because it moves the attention of gender equality policies to everyday policies and to the activities of the actors ordinarily involved in the policy processes at stake. Thirdly, the definition is not partial and limited to certain aspects and techniques of gender mainstreaming. (Re)organising, improving and developing policy processes implies the need for various techniques and tools. It includes the full participation of women in all aspects of life as well as the analysis of all proposals concerning general or sectoral policies and programmes from a gender equality perspective. It is important that the definition leaves room for all these tools and techniques to be taken into consideration. Moreover, the availability of, and need for, various actors and techniques can vary from one context to another and the definition should therefore not be finite. The Group of Specialists agreed upon the following definition: Gender mainstreaming is the (re)organisation, improvement, development and evaluation of policy processes, so that a gender equality perspective is incorporated in all policies at all levels and at all stages, by the actors normally involved in policy-making. The definition of gender mainstreaming highlights the goal of mainstreaming, the process, the objects and active subjects of mainstreaming. The objects of mainstreaming are all policies at all levels and at all stages, while the active subjects of mainstreaming are the ordinary actors. Gender mainstreaming can mean that the policy process is reorganised so that ordinary actors know how to incorporate a gender perspective. It can also mean that gender expertise is organised into the policy process by including gender expertise as a normal requirement for policy-makers. This definition also highlights the way in which gender mainstreaming intercepts the shortcomings of specific gender equality policy. Gender mainstreaming means that gender equality is part of common policies. Gender mainstreaming implies a broader and more comprehensive definition of gender equality, giving value to differences and diversity. In stressing the need to (re)organise, improve, develop and evaluate policy processes, gender 18 IDS, 1997. 15 mainstreaming makes it possible to challenge the male bias that characterises society and the structural character of gender inequality. Mainstreaming also gets gender equality issues out of the isolation of gender equality machineries and involves more and new actors in building a balanced society. In doing so, the process of transforming gender relations in the direction of gender equality can be accelerated and strengthened. 4. How does gender mainstreaming relate to specific gender equality policy? Gender mainstreaming cannot replace and render redundant specific equality policy and machineries. When mainstreaming is mentioned as a new strategy to achieve gender equality, it is always stressed that this strategy does not replace “traditional” gender equality policy, but complements it. They are two different strategies to reach the same goal, i.e. gender equality, and must go hand in hand, at least until there is a real culture and consensus regarding gender equality in the whole of society. The question is how gender mainstreaming relates to specific equality policy and why it is still necessary to have “traditional” forms of equality policy. The main difference between mainstreaming and specific gender equality policies is the actors involved and the policies that are chosen to be addressed. The starting point for “traditional” forms of equality policy is a specific problem resulting from gender inequality. A specific policy for that problem is then developed by an equality machinery. The starting point for mainstreaming is a policy which already exists. The policy process is then reorganised so that the actors usually involved take a gender perspective into account, and gender equality as a goal is reached. Mainstreaming is a fundamental strategy - it may take some time before it is implemented, but it has a potential for a sustainable change. “Traditional” forms of equality policy can act much faster, but they are usually limited to specific policy areas. • Given the concentration of competencies on women’s issues in one administrative unit, gender equality machineries have been able to reveal important and new issues and to develop policies at the same time. This form of machinery led to an accumulation of expertise on gender issues and their strength lies in this rallying of knowledge. This expertise is a necessary condition for starting gender mainstreaming: it constitutes the 19 medium for mainstreaming. It is very unlikely that gender mainstreaming will succeed in a society where no “traditional” equality policy exists and where there are no instruments or actors to implement it: gender mainstreaming will demand cross-disciplinary knowledge of imbalances between women and men as the basis for public debate and political decisions, when policies in all walks of life are to reflect the significance of a gender perspective. Moreover, gender mainstreaming will involve a much broader range of “ordinary” actors, most of whom are not gender experts in the first instance. These new actors will need to 20 build up the necessary knowledge to deal with gender issues . • There is an important role for gender equality machineries and their actors in this: 19 20 The term ‘medium’ is used in its biological sense, i.e. a fungus for a culture of bacteria: medium that stands for a breeding ground for ideas. Åseskog, 1997. 16 constituting a think tank having the knowledge and input at their disposal, they can give the necessary backup. This role is especially important in countries where women’s studies are not yet very well developed. Gender mainstreaming is a new strategy and it needs further reflection and development. Even if gender equality units in some countries are not the main actors in implementing mainstreaming, they carry out important general reflections on mainstreaming and disseminate knowledge and information on gender issues to the actors and to society in general. • Gender equality machineries are direct and specific. They have their own approach: they start from the imbalances characterising actual gender relations and focus on how inequality can be overcome. Gender equality machineries can bring important gender issues to the fore and put pressure on policy-makers to take into account specific gender issues that will not be dealt with in other policy areas. Gender mainstreaming concerns general policies. This means that, when policies having a large impact on society are devised, the specificity, interests and values of both sexes are taken into account. As a result, it becomes more visible that gender equality is an issue for both women and men. Gender mainstreaming means introducing a gender perspective in a given policy field in order to make sure that the effects of policies are more gender neutral, but it does not take the actual gender imbalances as the starting point for developing policies. Specific gender equality policy is a strategy that directly addresses gender imbalances: it takes into account the specific needs of women and men and elaborates policies on issues that are not covered by other policy areas. As with environmental policies, which are generally accepted to exist as sectoral policies, even if environment as an issue is to be taken into account in many policy fields (e.g. agriculture, economy, infrastructure, international trade, development cooperation), gender equality policy needs to exist on its own. Gender equality machineries are the actors who reflect on the government’s fundamental role in redressing gender relations. • Gender mainstreaming builds up on the knowledge and lessons learnt from former experiences with equality policies. It is increasingly recognised that specific equality policies are insufficient to build a society that truly respects gender equality. Gender mainstreaming is the logical next step to take. However, mainstreaming cannot function optimally without “traditional” equality policy, because this policy forms the necessary medium for mainstreaming. Besides, gender mainstreaming cannot be as direct and specific as specific gender equality policy. Mainstreaming and specific equality policy are not only 21 dual and complementary strategies, they form a ‘twin track’ strategy . 5. What are the difficulties that might accompany gender mainstreaming? Given the limited experience with implementing gender mainstreaming, this chapter is based on reflection rather than on experience. However, introducing change rarely goes smoothly. As far as it can be seen at this moment, most of the problems to be expected can be attributed to an 21 DFEE, 1996. 17 incorrect understanding of the strategy of gender mainstreaming, to the current procedures, techniques and tools or to a lack of political will. • A first difficulty might be the misunderstanding of the concept of gender mainstreaming and the way in which it relates to specific gender equality policies. If not well understood, mainstreaming might be considered as a new strategy replacing specific gender equality policy. It might then be used by some governments as a pretext to cease specific equality policy. There exists a clear interdependence between mainstreaming and specific gender equality policy (chapter I.4). Gender mainstreaming requires the continuation of specific gender equality policy, if only to make sure that gender equality issues do not disappear and that equality policies do not get over-fragmented. • A further difficulty has to do with the need for a broader concept of equality. Gender equality is often misunderstood. As mentioned in chapter I.2, one of the main problems hindering further progress in the field of gender equality is the limited and narrow conception of gender equality. Gender equality is not the same as antidiscrimination, it is much more. It is not only equality de jure either, meaning that all references to women and men in legislation are removed. Equality as such must be promoted, for example by positive actions, plans of action, mainstreaming and other instruments. The goal is equality as a positive right or equality de facto respecting women's and men's rights to diversity and difference, but it also implies that women and men are free individuals. Mainstreaming requires a gender perspective and not a focus limited on women’s issues. Gender mainstreaming requires taking into account the relations between women and men, and not simply reducing the concept to the two categories of women and men. In countries where a “traditional” approach of gender equality prevails, the concepts on which gender equality policy is based have to be revised and a gender approach has to be developed. • Another problem might be the current approaches to policy-making. There is an important difference between mainstreaming and specific equality policy in terms of the actors who implement the policies. Before, equality experts dealt with equality issues, now policymakers in various policy branches have to deal with gender issues. Mainstreaming involves the integration of a new approach, i.e. a gender equality perspective, into an until then thematic approach. This involves tighter co-operation between policy departments which formerly had an exclusive competence. It can involve a reorganisation of the policy process, and the co-operation of new external political actors, such as NGOs. In other words, mainstreaming requires procedural changes, such as the rethinking of approaches to policy making, shifts in organisational culture or the creation of new channels for consultation and co-operation. • Parallel to this is the problem of policy tools and techniques, which might not be suited to the strategy of mainstreaming. A lack of adequate tools and techniques might mean that mainstreaming will be badly implemented or not implemented at all. Gender mainstreaming might require the need to develop new policy tools and to adapt existing ones, e.g. the reconsideration of statistical data and the integration of gender as an extra variable (cf. chapter II.3). • A further problem is the lack of sufficient knowledge about gender equality issues, which 18 will lead to a bad implementation of gender mainstreaming. The actors in “traditional” equality policy machineries are gender equality experts. When the strategy of gender mainstreaming is implemented, the matters relating to gender equality will no longer be only in the hands of a specific division, but will be present in all divisions in a given ministry. These actors will no longer be specialists in equality issues, which entails the danger that they might fail to identify gender interests or to implement good gender equality policies. It could even mean that they lack a proper understanding of the mainstreaming strategy itself, a problem that has been discussed above. This could lead to a reproduction of the existing status quo. There might be a lack of people having the knowledge to build up gender mainstreaming policies, especially where there are too few women in decisionmaking. Therefore, gender mainstreaming requires the need to build up the necessary gender knowledge among all policy-makers and learning processes to develop the capacity to put mainstreaming strategies into practice. • Finally, there might be the danger of talking about gender mainstreaming without implementing it. Governments might take a decision saying that equality is to be integrated in all policies and then do nothing more about it or only superficially support gender mainstreaming initiatives. Gender mainstreaming is very fashionable, but it is not an end in itself - the aim is to achieve gender equality. Gender mainstreaming therefore requires the will and firm commitment of policy-makers to redress not only the existing imbalances between women and men, but to tackle the reasons for these imbalances. This includes, among other things, the will to liberate the necessary financial and human resources. As mainstreaming involves "ordinary" actors and policies, the necessary financial and human resources should be found in the normal budget. Not freeing enough resources for mainstreaming, will undermine the achievement of good results, which then will undermine the credibility of mainstreaming as a strategy to achieve gender equality. There might be other problems and difficulties related to the application of gender mainstreaming strategies. However, it has to be kept in mind that new strategies never work smoothly right from the beginning and that some credit has to be given to new initiatives, even if results do not follow immediately. Besides, many difficulties and problems can be intercepted by paying attention to necessary prerequisites and facilitating conditions (see chapter II.1) or to successful examples of gender mainstreaming (see chapter III.2). 19 6. Why is gender mainstreaming so important? Following on from what precedes, it can no longer be neglected that gender mainstreaming is an important strategy. Moreover, there are several specific reasons underlining the added value of mainstreaming: • Because it puts people at the heart of policy-making Mainstreaming equality issues may contribute to underlining the need to base and to evaluate any single policy according to its impact on the concrete situation of individuals and social groups, be they women or men, with their particular endowments and needs. Such an approach will improve the practice of basing and evaluating general policies (global and sectoral, national, regional or local) according to their results on the well-being of the people and will open avenues to replace the “traditional” practice of employing abstract economic and ideological indicators (such as GDP and similar data considered neutral and expressed in average values) by more relevant and valuable indicators regarding the concrete well-being of people. It will introduce, among politicians and public opinion, a learning process of paying attention to the broad effects of policies on citizens’ lives. Gender mainstreaming may also be a way of placing very crucial facets to women's and men’s lives on the agenda, facets that have not been items of attention in the past. Mainstreaming gender equality may be a step forward to a more human and less economic approach of the general development and management of contemporary democratic societies. By taking the gender equality perspective into account, policies will be better defined in terms of the real needs of women and men. The lives of all people, both women and men, will thus improve. In this sense, gender mainstreaming is a real win-win strategy. • Because it leads to better government Gender mainstreaming should lead to better informed policy-making and therefore better government. It will challenge the assumption that policies are gender neutral - which they never are - and reveal the hidden assumptions on reality and values. It will lead to a greater transparency and openness in the policy process. • Because it involves both women and men and makes full use of human resources Until now, work for the promotion of gender equality has mostly been undertaken by a few women. Gender mainstreaming would involve many more people, both women and men. It would also make clear that society nowadays is dependent on using all human resources, and the experience of both women and men. It acknowledges the shared responsibility of women and men in removing imbalances in society. Finally, by involving a broader range of external actors in the policy process (see chapter II.4), gender mainstreaming might help to reduce the democratic deficit, which characterises many current democracies. • Because it makes gender equality issues visible in the mainstream of society Gender mainstreaming will give a clear idea of the consequences and impact of political initiatives on both women and men, and of the balance between women and men in the area 20 concerned. Gender equality issues will become visible and will be integrated into the mainstream of society, whereas until now they have always been on the sidelines. It should show that gender equality is an important societal issue with implications for all and for the 22 development of society, and that it is not just a 'cost' or a 'luxury' . Gender mainstreaming recognises that the imbalance between women and men cannot be efficiently combated without the interest, involvement and commitment of the political system and of society as such. It will change attitudes towards gender equality, too often negative, and launch a new debate on equality issues, from a different angle to the usual one. • Because it takes into account the diversity among women and men 23 It is generally acknowledged that women - and men - are not a homogenous group . In order to pay due attention to this diversity, policies and policy instruments have to allow for taking diversity into account. Gender mainstreaming may be able to target better the particular situation of different groups of women where specific equality policies have so far not been successful, because it leaves room for diversity. From a gender mainstreaming perspective, the problem is not the fact that there are differences but that they are connected to a hierarchical ranking and that there is a danger of measuring all citizens to a male norm. In this sense gender mainstreaming goes a step further than merely working towards gender equality. It leaves room for non-hierarchical diversity in general, be it in terms of sex, race, class or a combination of factors. In other words, it takes into account that human beings are not abstract subjects, but that they have particular identities. This side-effect of mainstreaming as a strategy to promote gender equality is a positive one for the whole of society. 22 23 Rubery, 1996. Women and men differ in various aspects, such as class, race, ethnicity, religious convictions, political opinion, age or sexual orientation. 21 22 Part II: A methodology for gender mainstreaming Part II exposes the facilitating conditions and necessary prerequisites for gender mainstreaming. Furthermore, it gives an overview of the ingredients available for, and the actors concerned by, gender mainstreaming. The reader will find out that there are many cross references between Parts II and III. However, this should be seen as an effort to put in concrete form the various ingredients discussed in Part II through examples of existing efforts to put gender mainstreaming into practice. 1. What are the necessary prerequisites or facilitating conditions for gender mainstreaming? In the previous chapters, the difficulties accompanying the implementation of gender mainstreaming have been discussed, many of which can be dealt with by paying attention to necessary prerequisites and facilitating conditions. The degree to which these prerequisites or facilitating conditions are available will differ from country to country. Yet, it is important to pay due attention to the framework in which gender mainstreaming is to be implemented, in order to optimise its chances for success. What, then, can be identified as important necessary prerequisites or facilitating conditions for gender mainstreaming? • Political will The state must define gender equality as one of its main objectives. The vast majority of member States of the Council of Europe have ratified the CEDAW Convention, which shows a visible commitment. However, this is not enough. Gender mainstreaming should be made a political issue. NGOs can be important in helping to create this political will. The government should in addition issue a 'mission statement’ stating clearly its intention to mainstream the gender equality perspective into all policies and programmes, and indicate that the objective is 24 that these programmes and policies will effectively promote and lead to gender equality . The government will also have to lay down clear criteria for gender mainstreaming which can help the actors. Without a strong political will to create little by little a consensus on, and a culture of, gender equality, the policy of gender mainstreaming will not be successful. The political will to mainstream involves the will to question current gender relations and the structures, processes and policies perpetuating inequality. It implies, among other things, equal access to paid work and to economic power, and the will to adapt the structures and processes enabling the sharing of family responsibilities and household tasks. If a real culture of equality is to be created, women and men will have to share unpaid work and family responsibilities to a much greater extent than is currently the case. Therefore, the positive aspect of partnership and 24 Clear mission statements have, for example, been issued by the Governments of Sweden and Portugal and the European Commission (see examples in Part III). 23 role-sharing between women and men would have to be subscribed explicitly (cf. chapter III.2 on the communication of the Commission of the European Communities). There is a strong correlation between the political will for gender mainstreaming and public awareness of gender equality issues. Therefore, governments will need to support awareness-raising and dissemination of knowledge of gender equality, e.g. in the educational system. • Specific gender equality policy The importance of specific gender equality policies has already been discussed in chapter I.4. Countries with no equality policy could set it up and begin gender mainstreaming at the same time. Historically, such a policy comprises seven aspects: 1) Equal opportunities legislation and anti-discrimination laws: equality legislation serves as a safeguard against discrimination, not least on the labour market. This legislation is a necessary basis for the promotion of equality. 2) The existence of mechanisms such as equality ombuds or equality commissions or councils for protection against discrimination. 3) A strong national equality machinery (administrative organisation) with sufficient tools and resources (both human and financial) to exert influence on policy at all levels. 4) Specific equality policies and actions to address specific women’s - or men’s - interests. 5) The existence of equality divisions or focal points within each ministry. 6) Research and training on gender equality issues. 7) Awareness-raising about gender equality. • Statistics Data on the current situation of women and men, and on current gender relations, are absolutely necessary for mainstreaming. The problem is not only that statistics are not always segregated by sex, but also that data can be gender biased. Good statistics comprise data that are relevant for both women and men and that are split up by sex as well as by other background variables. • Comprehensive knowledge of gender relations As mainstreaming is not a goal in itself, but a strategy to achieve gender equality, it presupposes that the necessary knowledge of gender relations is available for policy-makers. Not all knowledge can be developed in gender equality machineries and, therefore, sufficient research in gender studies has to be carried out and made available. Such research would comprise the analysis of current imbalances between the sexes in all policy fields as well as prognoses of how future initiatives will affect women and men. Mainstreaming requires strong gender studies. The existing differences between countries, in terms of the degree of development of gender studies and/or the degree of interaction between gender studies and the policy process, underline the important role these external experts play. When knowledge of gender relations is available in several places in the administrative system, this will facilitate gender mainstreaming to a great extent. • Knowledge of the administration 24 Gender mainstreaming involves the reorganisation, development, implementation and evaluation of policy processes, as well as information about the qualities of the administrative system. This includes knowledge of the location of gender expertise, but also on policy process aspects: what actors are normally involved, which steps are normally taken, who is normally responsible. • Necessary funds and human resources Financial means are an absolute prerequisite for gender mainstreaming, as for any other policy strategy. Mainstreaming implies a reallocation of existing funds. Even if countries show the necessary political will and have comprehensive gender equality policies and detailed knowledge of gender relations at their disposal, this will not enable them to adapt existing policy techniques and tools, set up new channels of co-operation and provide the necessary gender training for policy-makers. All these aspects mentioned require financial means. It would be very short-sighted to take only the immediate costs of gender mainstreaming into account. The advantages and positive effects of gender mainstreaming have already been mentioned 25 they can be summarised by stating that gender mainstreaming stands for quality . Long-term benefits have to be taken into consideration when considering short-term costs of gender mainstreaming. • Participation of women in political and public life and in decision-making processes It is obvious that it will be difficult to obtain the political will for gender mainstreaming if women are not fully involved in political and public life and in decision-making in general. Therefore, it is important that women enter political and public life in much greater numbers. It is especially important that women enter decision-making processes, to ensure that the various values, interests and life experiences of women are taken into account when decisions are made. It is obvious that not every woman is necessarily an advocate for women’s issues, but, as a matter of fact, most advocates for balanced gender relations are women. Besides, experience shows that in countries where a greater number of women participate in decision-making, changes are more considerable and take place at a quicker rate (cf. chapter III.2 on the communication on mainstreaming of the Commission of the European Communities) What if these necessary prerequisites or facilitating conditions are not available? The most important necessary prerequisite is political will. Without political will, there will be no reallocation of funds for developing knowledge of gender issues or for developing and implementing policies containing a gender perspective. The question is how to attract the interest of decision-makers for gender mainstreaming. As mentioned above, it can be assumed that - given the signature of the Platform for Action- a formal political will is present. This means that the process of gender mainstreaming can be started, even if it requires more than political will alone. Mainstreaming itself will lead to an increased awareness of the persistent gender inequalities and to the development of knowledge of gender issues, which will support the initiation of further gender mainstreaming initiatives. 25 Verloo, 1997. 25 2. When, what and where to mainstream? Which moments in the policy process are important for gender mainstreaming? Gender mainstreaming is not a strategy to be put into action once, it should be a constant red thread throughout the whole policy process. All moments are important for mainstreaming. It should already intervene at a very early stage, during the first preparatory phases, but it should in no case be limited to that phase. Gender mainstreaming strategies are to be implemented in 26 several stages during the policy-making process. The following key stages can be identified : • Policy preparing and planning stage At this initial stage, problems and challenges are identified, defined and analysed, their scope and importance are considered, the desired outcomes are defined, broad policy answers are developed and the persons or groups concerned are identified. Mainstreaming is important at this stage, because topics which - up until now - never were, will be considered from a gender perspective. This will lead to the taking into consideration of gender equality in a much broader range of policy areas. In fact, gender mainstreaming should start as early as possible, because the earlier a gender equality perspective is integrated in the policy process, the more probable it is that policies will really take gender into account and not just add a gender paragraph at a later stage. • Policy deciding stage During this stage, decisions are taken on what problems and challenges should be addressed, thereby considering the preparatory work of the former stage and the political scope of problems and challenges. This determines whether issues receive a place on the political agenda and what means are allocated to them. Gender mainstreaming will increase the attachment of importance to topics that have formerly been defined as ‘only concerning women’, and the number of such topics that receive a place on the agenda. Looking at potential policy problems and challenges from a gender perspective while defining political priorities, will lead to a new ranking of problems and a reconsideration of funds formerly allocated to them. • Policy implementing stage Once the issues have been detected and analysed, the broad goals and policy lines defined and priority allocated to them, these issues have to be put into practice. This includes the elaboration of concrete actions. Introducing mainstreaming in the first stages is no guarantee that a gender perspective will effectively be taken into account when policies are implemented - analysis and 27 action are two different things . There are big steps between detecting a gender issue, endorsing the principle of gender equality and implementing policies which take this issue into account. It 26 27 See also: Status of Women Canada, 1996. Commission on the Status of Women, 1994. 26 is therefore very important to mainstream at this stage and to accompany and support carefully the actors concerned. • Policy evaluating stage It is more and more common for policies to be assessed, in order to determine how far the goals set out have been reached and how useful a given policy has proved to be. The aim of mainstreaming at this stage is to evaluate the effects of policies on the current gender relations. Given its input in the policy preparing and planning process, this is especially important: evaluations serve as a starting point for the development of new policies. It is clear that these policy stages could be split up into a much broader range of smaller stages, allowing for a more detailed description of the policy process. It is also clear that these stages cannot always be precisely distinguished from each other in practice, nor do they necessarily follow each other in a chronological order. Nonetheless, except for the evaluating process, the described stages are always present in the policy process and should be used as an indication for putting gender mainstreaming into practice. It might be too complicated to implement gender mainstreaming in all those stages at the same time. The question, then, is which stages are most appropriate to start mainstreaming? The policy deciding process is the most important starting point, given the crucial role of this process in determining what will be taken onto the political agenda. The policy evaluating process is a relatively easy starting point for gender mainstreaming. This stage is an inherently critical phase in the policy process and it serves as a basis for developing new policies. However, this stage of the policy process is not always the most developed one. The policy preparing and planning process and the policy implementing process are more difficult stages to start mainstreaming, given the fact that they involve specialised and detailed knowledge of gender issues. Yet, as mentioned before, they are crucial stages for gender mainstreaming, too. Which policy areas are important for gender mainstreaming? Most policy fields are relevant for gender mainstreaming, because they directly or indirectly have an impact on the life of women and men. Policy areas which at first sight do not seem relevant, such as foreign policy, peace-keeping, the resolution of armed conflicts or international trade, might contain (hidden) aspects of gender inequality. Starting gender mainstreaming simultaneously in all these areas right from the beginning is too much of a job, and will lead to an over-fragmentation of finances, human resources and attention. The question then is, where to start? A first possibility is to start with the crucial areas of concern. The Platform for Action adopted at the United Nations Fourth World Conference on Women (Beijing, 1995) identifies several critical areas of concern, in which action is (still) needed to achieve the goal of gender equality. These areas concern poverty, education and training, health, violence, armed conflicts, economy, power and decision-making, institutional mechanisms, human rights, the media, the environment, the girl-child. All these areas are relevant for gender mainstreaming. Equally, the various intergovernmental programmes of the different European organisations - Council of Europe, Commission of the European Communities, Nordic Council of Ministers - draw a clear 27 picture regarding problems and priorities concerning gender equality. It is a good strategy to connect to these programmes. Also, the legitimisation of gender mainstreaming will be easier if policy-makers and people understand that it is introduced into a field where there is definitely a problem. It might be useful to start with gender mainstreaming policy areas that are habitually labelled as gender-neutral. All policy areas which affect the daily life of citizens, such as transport policies, urban policies, social policies are definitely important, although this is often not recognised. The same goes for research policies, because this is an important area to generate knowledge. Mainstreaming these policy areas might be very efficient, given the eye-opening effect it will produce. This effect will be very useful for convincing policy-makers and people of the need for gender mainstreaming, even when basic gender equality seems to be achieved. However, it might be easiest to begin with policy areas which are generally recognised as being important for achieving gender equality, i.e. those related to the organisation of political and administrative institutions, the labour market, education and social and family policy. Development co-operation has a long tradition in integrating women’s issues and, more recently, a gender perspective (cf. chapter III.2 on Swedish and Danish development cooperation). Mainstreaming in the area of education can be very important because it can have a multiplier effect by increasing awareness on gender equality issues. Mainstreaming in the area of the organisation of political and administrative institutions can involve screening the effects of changes in electoral systems, or reorganising personnel polices for the top administrators. However important all those policy areas might be, gender mainstreaming will have the greatest impact when major reforms are being undertaken in a country or when new legislation is being introduced. Many member States of the Council of Europe are actually undergoing the challenge of major reforms and this gives plenty of opportunities to mainstream right from the beginning. Which policy levels are important for gender mainstreaming? All policy levels are equally important, as gender mainstreaming has to be applied throughout society. The relevance of the national level is generally recognised. The relative importance of the various policy levels depends on the structure of a given country. In a centralised state, the main focus will, in a first instance, be on the national level, whereas in a federal state more importance has to be attached to the regional level. Nevertheless, the local level is also of specific importance for the implementation of gender mainstreaming. Decisions usually come from above, from the government, but it is at the local level where decisions affect people most directly and often have the greatest impact (cf. chapter III.2 on the Swedish example of gender mainstreaming at the municipal level). A great effort has to be made to make sure that at the local and regional levels the strategy is introduced, and that the authorities at these levels are given the necessary indications and resources to implement gender mainstreaming. Gender mainstreaming strategies also take various forms, which will also influence the policy level concerned. Involving NGOs might imply mainstreaming at a local level, given the fact that these organisations often operate at a local or regional level. 28 It is clear that there are various ways to mainstream, and that the prerequisites of each country will have to be taken into account when deciding on when, where, at which level and what to mainstream, as well as who is responsible. Also, before undertaking gender mainstreaming on a broad scale, it might be wise to start with a phase of development and experimentation in a limited policy area. In this way, the strategy can be tried out and developed before it is implemented on a larger scale. Once implemented on a larger scale, it is important to keep in mind that gender mainstreaming requires a certain degree of diversity. Gender mainstreaming should be carried out at all stages of the policy process, in all the relevant policy areas and at all levels, involving as many tools and actors as possible. 3. What techniques and tools are available? Before describing the various techniques and tools available, it might be useful to clarify the terms used and the way in which they relate to each other. It has already been mentioned that the goal to reach is gender equality and that there are two interdependent strategies to reach this goal, i.e. specific or “traditional” gender equality policy and gender mainstreaming. In this report, techniques and tools are defined as groups or types of means to put the gender mainstreaming strategy into practice, i.e. to (re)organise, improve, develop and evaluate policy processes in order to incorporate a gender equality perspective. Many tools and techniques can be used for both strategies. The actors involved and the policies addressed define which strategy it is. Gender mainstreaming puts the accent on a reorganisation of policy processes so that everyday polices and usual actors are involved. The main point with gender issues in everyday policies is that in most cases the problem itself is not recognised as such. Therefore, there is a need for analytical techniques and tools. Policymakers have the expertise to deal with their policy topics, but, because they lack expertise on gender issues, they do not know how to handle them. Ordinary policy-makers could solve the issues if they had the necessary knowledge. This means that there is also a need for educational techniques and tools. In summary, these techniques and tools have to help a policy-maker to detect a given gender issue and to enable him/her to take it into account. A last necessary set of techniques and tools are those that allow for consultation and participation of the various partners concerned by a given policy issue. In fact, the tools and techniques applied in gender mainstreaming are not new or specially conceived for that aim. Gender mainstreaming strategies can start from the techniques and tools generally used in the policy process, provided that they are redesigned and adapted to the needs of mainstreaming. Redesigning and adapting existing tools is a task for specialists having outstanding knowledge of gender issues as well as on the functioning of policy-making processes and on the instruments related to these processes. Applying tools and techniques which comprise a gender perspective requires training; developing ‘user-friendly’ mainstreaming instruments requires a very high level of gender expertise. It is important to pay 28 due attention to this aspect and to select the right specialists . 28 See the WISE-guide for references on experts. This need for expertise underlines the importance of supporting and promoting the development of women’s and gender studies. 29 Analytical techniques and tools A broad range of analytical techniques and tools exist, and can be divided into two categories: those delivering information necessary for the development of policies and those which can be used in the policy process itself. The latter, including techniques and tools for assessment and monitoring, will be handled mainly by policy-makers. The importance of analytical techniques and tools lies in their pragmatic instrumental character. Yet, this involves a certain amount of knowledge of gender issues, and, therefore, education. Also, many techniques such as gathering statistics, carrying out surveys, forecasts or cost-benefit analyses cannot be applied by an individual policy-maker. They need a certain form of institutionalisation and might have to be put out to contract. Nonetheless, these techniques and tools are a basis for putting gender mainstreaming into practice. Some examples are: • Statistics The knowledge of women’s and men’s living conditions must be ensured by routinely working out statistics split up by sex and other background variables depending on the context, for example age and educational background. There is a huge need for identifying, collecting, using and disseminating such data. This means that the current data and data collection methods have to be reconsidered: which data are split up by sex; what criteria are used to gather data and what assumptions and values lie behind these criteria? Special attention should be paid to data providing information on the dynamics of gender relations: what is changing, where and at what rate? Statistics form the basis for analysing the current gender relations, for developing forecasts or for assessing policies in the making. Furthermore, data can also be used for awareness-raising. • Surveys and forecasts Drawing a precise state of the art on current gender relations and on their evolution allows for the precise description of important issues and for estimating, depending on the inputs, the varying outcomes of potential future developments. • Cost-benefit analyses Governmental policies can - and have - caused damage to people and society as a whole because gender perspectives have not been taken into consideration and policies have been based on false assumptions. Women’s and men’s living conditions are so different that the impact of decisions taken can vary considerably. This is very often a surprise to decision-makers, who have so little precise knowledge of the real living conditions of women and men. Cost-benefit analyses from a gender perspective give an insight into the impact of decisions on the various living conditions of both sexes. It is more and more common that governmental policies are assessed for many purposes. The complexity of decision-making nowadays demands a thorough surveillance of all initiatives and adjustments made in order to cope with the rapid changes of technology, market function and international co-operation. Given the differing living conditions of women and men, the incorporation of a gender perspective in assessments is a 30 qualitative improvement in decision-making processes. • Research Research in gender studies is one of the most important bases for gender mainstreaming, because it is the main tool to detect current issues and problems in a given policy field. Research can provide sex segregated statistics, develop a state of the art of current gender relations, set up forecasts: in fact, the former techniques and tools are all results of research. However, research is more than that: fundamental research in gender studies, mostly to be found in universities and other academic institutes, can lead to the identification of new fields and perspectives or help to develop more profound knowledge of the mechanisms which (re)produce gender relations. • Checklists, guidelines and terms of reference All these tools are intended for policy-makers, serving as a help to put gender mainstreaming into practice. Checklists explain what gender mainstreaming is about, set out the objectives and describe the action to be taken. They form precious help, but often have a somewhat static character. Guidelines and terms of reference are more general tools. They are less precise and detailed than checklists, but leave some freedom as how to put gender mainstreaming into practice. Whereas terms of reference are meant for governments and ministerial committees, guidelines are primarily aimed at persons working in the administration. This tool better suits policy-makers who already possess a considerable amount of knowledge of gender issues. • Gender impact assessment methods Gender impact assessment has its roots in the environmental sector and is a typical example of an existing policy tool that has been adapted for the use of gender mainstreaming. Gender impact assessment allows for the screening of a given policy proposal, in order to detect and assess its differential impact or effects on women and men, so that these imbalances can be redressed before the proposal is endorsed. An analysis from a gender perspective helps to see whether the needs of women and men are equally taken into account and served by this proposal. It enables policy-makers to develop policies with an understanding of the socioeconomic reality of women and men and allows for policies to take (gender) differences into account. Gender impact assessment can be applied to legislation, policy plans, policy programmes, budgets, concrete actions, bills and reports or calls for research. Gender impact assessment methods do not only have to be applied to policy in the making, they can also be applied to existing policies. They can be used in the administration as well as by external actors, in both cases they require a considerable amount of knowledge of gender issues. The advantage of these tools lies in the fact that they draw a very accurate picture of the effects of a given policy (cf. chapter III.2 on the Dutch and Flemish Gender Impact Assessment). • Monitoring This technique consists of the continuous scrutinising, follow-up and evaluation of policies. It can take the form of regular meetings and reporting or of research and special studies. Regular reporting can be done by persons working in the administration, but this has to be preceded by the establishment of relevant procedures, tools and analytical indicators by specialists in gender 31 topics. Reporting is not an end in itself and the outcomes have to be assessed and taken into account in policy preparing and planning processes. Other forms of monitoring, such as evaluation research, imply the involvement of gender experts. (cf. chapter III.2 on the mainstreaming policies of the European Commission) Educational techniques and tools These are, given the poor knowledge of the benefits of gender equality, probably the most important techniques and tools for successful gender mainstreaming. Educational tools and techniques contain two aspects: awareness-raising and the transfer of knowledge. Awarenessraising aims at showing how existing values and norms influence our picture of reality, perpetuate stereotypes and support the mechanisms (re)producing inequality. It challenges values and norms by explaining how they influence and limit the options taken into consideration and decision-making. Besides, awareness-raising aims at stimulating a general sensitivity to gender issues. Next to awareness-raising there is need for training. People, especially the actors normally involved in policy processes, have to learn how to detect gender issues and how to develop policies in order to take gender into account. Every person involved in gender mainstreaming will have to receive education on the issue of gender equality and of mainstreaming. However, awareness-raising about mainstreaming and gender equality issues should not be limited to the policy-makers and those involved with its implementation. It would have to target all members of society, and not least people at the grassroots level, so that they understand the usefulness of this strategy, and the fact that the achievement of gender equality will make a more humane society. It is important to develop means of awareness-raising to give impetus to debate, political interest, mobilisation in general as well as means of training to transmit the information and knowledge necessary for action. This also means that existing awarenessraising and training material - especially material for the training of policy-makers - has to be screened from a gender perspective Some of the possible educational techniques and tools are: • Awareness-raising and training courses Gradual awareness-raising and training courses have to be set up for the various types of actors concerned, ranging from general awareness-raising courses for all the staff, including the highest levels of management, to very specific interactive training sessions transferring specialised knowledge. Courses should begin at the highest level, e.g. with members of government and parliamentarians. These courses should mainly focus on awareness-raising, forming an important impetus for a strong political commitment to gender mainstreaming. As well as the highest level, middle and lower management also need courses. These courses should not only focus on awareness-raising, but equally highlight how these persons can put gender mainstreaming into practice and integrate it into their work. Finally, there should be courses for persons who have to apply gender mainstreaming into very specific aspects of the policy process, and who need the knowledge which enables them to apply specific tools and techniques such as gender impact assessment. Those persons have to be able to understand precisely the implications of gender, to detect gender issues and to formulate concrete answers 32 to them. • Follow-up action Awareness-raising and even very specific training courses are not enough to develop a gender consciousness and to be able to put it into practice. There is need for a supportive post-training context, in the form of regular tasks, meetings or mentors. • 'Mobile or flying expertise' These are specialists in gender issues, who provide education at the level of a unit or department. These experts can join a unit in order to help those persons, who have already had an awareness-raising course and training, put the knowledge acquired into practice. It is a very interactive and intensive assistance and follow-up to training, targeted at persons who have to develop very specialised gender knowledge. Specialists intervene in order to put people on the right track. Their role does not consist in doing the work of the unit, but in providing the necessary knowledge and checking whether gender issues are tackled in the way they should be. Gender equality machineries have such specialists who can be seconded, provided that they are replaced in order not to overcharge the gender equality unit. Women’s studies centres can also provide such experts (cf. chapter III.2 on the Swedish example). • Manuals and handbooks These tools contain very practical information and can help individual persons to integrate a gender perspective into their work. They explain why, where, when and how to incorporate a gender perspective in policies and contain important sources of information and background material. Ideally, the use of such manuals or handbooks is preceded by training, during which the manuals and handbooks can be used as training material (cf. chapter III.2 on the handbook from New Zealand). • Booklets and leaflets The publication of promotional booklets or leaflets about gender mainstreaming, for wide distribution in the public administration and among the general public, can contain some general information about what gender mainstreaming consists of. Yet, such a publication cannot be an end in itself and should merely be seen as an informing tool, in order to make known the existence of the issue and to raise the general interest of the public. Such a booklet could contain some examples of policies causing damage to people and society as a whole because gender perspectives had not been taken into consideration, cost-benefit analyses and good examples of gender mainstreaming. • Educational material for use in schools There is a growing concern that children and adolescents should learn more about the functioning of society as a whole, about gender relations and about gender equality as being a part of human rights. Therefore, there is a need for educational material for use in schools, containing television and video programmes. 33 Developing, redesigning or adapting and implementing educational tools is very important for mainstreaming. Gender mainstreaming requires awareness-raising and training on a large scale, because it involves all the usual actors. It is crucial to gender mainstreaming that they have the necessary knowledge. Consultative and participatory techniques and tools One of the main shortcomings of specific gender equality policy is that it only involves a limited number of gender equality specialists who often have little chance to co-operate with other policy-makers. Gender mainstreaming involves a greater number of people, including external actors, and this requires consultative and participatory techniques and tools. Besides, gender mainstreaming also leaves room for involving people who will be affected by policies. Development of democracy is one of the most important targets of gender equality. Promotion of the equal participation of women and men in political and public life and all other walks of life is part of the development of society. It is important that both women and men participate in all decisions taken in a society, given their various experiences in life. This is not an entirely new idea, as policy areas such as the environment, land use planning and development cooperation have a long tradition in consulting the public and in letting those concerned participate. Consultative and participatory techniques and tools will also facilitate the implementation of policies, which, in the end, will increase effectiveness and efficiency. • Working or steering groups and think tanks Gender mainstreaming requires exchanges of information, experiences and knowledge as well as tight co-operation and co-ordination of activities between various actors. Therefore, channels for interdivisional and interdepartmental collaboration have to be set up, including gender equality machineries and external partners where necessary. It is important that these working or steering groups have the necessary means to act (cf. chapter III.2 on the mainstreaming policies of the European Commission). • Directories, databases and organisational charts In order to be able to consult with individuals, groups or organisations concerned with a proposed policy, information about them must be available. Likewise, when plans for citizen participation are made, policy-makers should have at their disposal information on the existing organisations. Directories, databases and organisational charts can be most helpful in establishing the right contacts. As these tools are often available in institutions for various reasons, it can be very useful to contact other institutions for existing directories, databases and organisational charts before collecting new ones. • Participation of both sexes in decision-making Gender mainstreaming requires the full participation of both women and men in all fields of society, not the least at the decision-making level. Lists of qualified women, quotas, positive actions and other special measures for the recruitment, appointment and promotion of women, are ways to ensure the participation of women in decision-making. Guaranteeing an equal 34 participation of both sexes in decision-making also involves the evaluation of existing personnel policies. • Conferences and seminars The organisation of public conferences, seminars and press conferences creates opportunities to inform the public in general and those concerned by policies. • Hearings An additional advantage of hearings is that they not only provide an opportunity to transmit information, but also enable people to participate in the policy-making process. Hearings allow for the direct participation of people in developing and deciding on policies which concern them. Several techniques and tools are considered in this chapter, but it is clear that this list is not exhaustive. It merely serves as an orientation on the possibilities of several groups of tools and techniques. The choice of tools and techniques to be applied for gender mainstreaming varies from one policy area and level to another and depends on the given prerequisites of a certain country. Nevertheless, it is always interesting to make a strategic mix, i.e. to use a combination of techniques and tools. A first reason for this is that certain techniques and tools are important, but not sufficient. Terms of reference are a typical example of a technique, which, if used alone, can easily remain a dead letter. It is, however, a necessary basis to develop and implement other tools. A second argument in favour of a strategic mix is the fact that the effectiveness of techniques and tools cannot always be fully assessed beforehand. Whatever techniques and tools might be chosen, they should be part of a general policy plan on gender mainstreaming (see chapter III.1). 4. Who are the potential actors and what role can they play? Gender mainstreaming implies all the actors routinely involved in designing, implementing and evaluating policies. This has been underlined before. Certain aspects of the policy process involve specific actors, e.g. research requires the participation of academic specialists, decisionmaking involves politicians. There are various potential actors to be involved in gender mainstreaming: in addition to politicians and the administration, including gender equality machineries, there is a role for external experts, NGOs, pressure and interest groups and the media. The different roles of these actors can be grouped into four categories: initiating, executing, supporting and promoting and defending interests. • The role of politicians Politicians play a crucial role in gender mainstreaming, given their official and formal task of defining policy priorities and initiating general policies. Politicians have to make sure that the needs of the whole population are taken into account and served and that policies improve the well-being of society as a whole. The importance of gender equality as a substantial basis for 35 democracy and the promotion of gender equality in all areas of life as a prerequisite for a better society, is generally recognised. Politicians are the main actors responsible for the definition of gender equality as one of the main goals to achieve, for the explicit promotion of gender equality and for the reallocation of the necessary means and conditions required for gender mainstreaming. In fact, politicians are the main actors to initiate mainstreaming. Saying this, it becomes clear that political will and a serious political commitment are a crucial prerequisite for mainstreaming (see chapter II.1). Even if gender mainstreaming involves many actors and politicians are not necessarily those with the most gender expertise, the main responsibility for making gender mainstreaming possible rests on their shoulders. • The role of the administration Administrations not only implement policies, but play an increasing role in detecting and defining policy issues and in preparing and developing policies. They are crucial actors in executing gender mainstreaming, given the fact that mainstreaming means integrating a gender equality perspective in the daily process of all policy areas. After all, it is administrations which have to put gender mainstreaming into action. They are responsible for the continuous mainstreaming process in close co-operation with politicians, who need the experience of administrators for gender mainstreaming as a long-term strategic work. Therefore, it is very important that the administration be prepared to play this role. Most important, the responsibility for mainstreaming has to be anchored at the top level (see chapter III.2, European Commission plan). • The role of gender equality machineries Although gender equality machineries are part of the administration, they play a different role. The role of gender equality machineries has to be redefined to match the strategy of gender mainstreaming. As it is now, a gender equality machinery is a think tank to detect new issues, to develop new strategies and to gather knowledge and expertise. It serves as a place for political analysis and reflection. The main role of a gender equality machinery is to act as a catalyst for the work on gender mainstreaming. It plays a decisive role in making people aware of the importance of reaching gender equality, and in making politicians aware of the political needs to do so. Also, a gender equality unit is a support for actors usually involved in these fields to mainstream. It can diffuse information and knowledge, play a role in training and the follow-up to training or develop and adapt existing policy tools to the needs of gender mainstreaming. The advantage of a gender equality machinery is that it is anchored in the system. It knows how much awareness on gender issues and gender expertise exists, the way in which the administration works and what is acceptable. It has (institutionalised) channels of communication at its disposal. A gender equality machinery, as part of the system, can play an important role in the transition to gender mainstreaming, as it can translate highly specialised gender knowledge into something understandable, acceptable and useful for the 29 administration . Yet, it should be kept in mind that it should never be the role of a gender equality machinery to implement directly gender mainstreaming in the various policy areas. 29 UNRISD, 1995. 36 • The role of researchers and experts Researchers and experts play an increasing role in detecting and defining policy issues and in suggesting ways to solve them, thereby helping to shape policies. Research forms an important source of information and incentive for policy development: facts and figures, surveys or forecasts are all foundations for policy-making. A scientific analysis of a current issue or situation serves as a basis for the political or social analysis made by policy-makers, interest and pressure groups and the media. For example, researchers might help to identify the most important policy areas to start gender mainstreaming. Researchers and experts can also provide an important technical support for mainstreaming, adapting and developing tools and techniques or providing training (cf. chapter III.2 on the examples of Gender Impact Assessment). The growing role of researchers in the policy process is a consequence of the increasing complexity of policy-making. Politicians and administrations cannot be experts in all topics. The supporting role of researchers also flows out of the new ‘lean’ conception of the state. An important role for women’s and gender studies exists, which plead in favour of further developing these studies. • The role of NGOs, interest and pressure groups Women’s groups, trade unions, migrant groups, churches and NGOs feel the pulse of society and see - or sense - problems. This proximity to the grassroots and their high degree of specialisation mean that they have a lot of expertise in a given policy field. They constitute an important source of knowledge and play an important role in transmitting it to policy-makers and influencing the political agenda. But this is not the only reason why they should play a role in defining and shaping policies. Democracy requires the participation of a broad range of actors and NGOs, interest and pressure groups make more people participate in the policy process. Therefore, they improve the democratic quality of society. Besides, these organisations are also a watchdog, making sure that gender equality as a goal and mainstreaming as a strategy remain (high) on the political agenda. • The contribution of the media Last but not least, the media can influence and shape the political agenda. They inform the public and reflect parts of the public opinion and what the public considers to be important. They can also have an influence in the shaping of the opinion of the public and policy-makers, and can make an important contribution as an awareness-raising tool. The influence the media have in constructing and perpetuating values and norms is also crucial. It would be important for the media to reflect on current gender relations and the strategy of gender mainstreaming, the need to achieve gender equality and what this implies. • The role of supranational institutions International or supranational institutions like the Council of Europe or the institutions of the European Communities, play a growing role as a supporting but also as a stimulating and initiating actor in the policy process. Their supranational character creates an important forum 37 for exchanging and disseminating information between international organisations, their member states and individual actors. It also makes them a think tank, which allows them to take the lead in developing new perspectives and in stimulating the initiation of new strategies, policies, tools or techniques. In this way, they play an important role, not only in favouring European networks between those who are active in gender mainstreaming in the different countries, but also in helping new actors to start gender mainstreaming. (cf. chapter III.2 on the mainstreaming policies of the European Commission, and Appendix C on gender mainstreaming at the level of the Council of Europe). * * * This chapter aims at giving an overview of the potential actors, because it is important to keep in mind that gender mainstreaming is not only an issue for politicians and for the administration. Gender mainstreaming must be promoted, executed and supported by a broad range of actors, all of whom are responsible for the fulfilling of their role. The best results will be obtained if gender mainstreaming relies on all the human resources available, which include - it should be underlined - women. If women do not participate fully in decision-making it will be difficult to organise gender mainstreaming in a successful way. As is the case with the use of techniques and tools, the implication of actors only makes sense if their precise roles are defined in a comprehensive gender mainstreaming policy plan. This plan also has to trace out the responsibility of each actor. Even if the main responsibility for making gender mainstreaming possible rests on the shoulders of politicians, other actors have to take up their share of responsibility, too. A comprehensive policy plan is needed, defining the tasks and responsibility of the each actor involved, as well as the necessary means attributed to them. 38 Part III: Gender mainstreaming in practice The aim of this report has been explained in the introduction. The goal is to stimulate the various policy actors of the member States and the different bodies of the Council of Europe to initiate concrete actions in the field of gender mainstreaming, and to facilitate their initiatives. Parts I and II summarise the available information, by presenting a conceptual framework and drawing a state of the art on methods and ways to mainstream a gender perspective into the policy process and to integrate a gender equality dimension into concrete policies. This last part of the report is intended as a support for undertaking concrete action. Mostly this action will be taken at governmental level, although gender mainstreaming is also possible at other levels. Part III is meant to facilitate the start or further improvement of gender mainstreaming. It discusses the points to keep in mind while elaborating a policy plan on gender mainstreaming and gives some indications for monitoring the process. Most important, this part contains a broad range of good practices of gender mainstreaming. 1. Constructing a gender mainstreaming policy plan The important thing if one is to start gender mainstreaming is to construct a mainstreaming policy plan. The first step is to have an initiator, who will be responsible for the start of gender mainstreaming. The next steps are to take stock of the actual situation - the prerequisites met, the characteristics of the policy-making process - and to design a plan that takes this actual situation into account. Finally, the last step is to monitor the results. The basic steps of the development of a gender mainstreaming policy plan are to: • • • • • • • identify the person or group in charge; reveal the actual situation: which prerequisites are met? describe targets: what are the expected results? choose a policy area, level and phase in a context-specific way; identify tools and techniques, including the need to develop new tools, or to educate actors involved; make clear who will be responsible for gender mainstreaming; set up a monitoring system. The set of necessary prerequisites and facilitating conditions which stipulate the framework for gender mainstreaming have already been discussed in the previous part. The same goes for the possible stages in the policy process, policy areas and levels in which to mainstream, as well as for the tools, techniques and actors that can be involved. The main aim of a gender mainstreaming policy plan consists in linking up these necessary prerequisites, facilitating conditions and ingredients with the policy context and priorities of a specific setting. In summary, the information exposed in Part II has to be translated into a gender mainstreaming policy plan and adapted to the needs and possibilities of a given policy context. 39 In order to do so, the reader will find hereafter a checklist, containing aspects which should be taken into account when setting up a gender mainstreaming policy plan. The length of the list should not be discouraging. This checklist is meant to be a red thread rather than a strict working scheme, helping to start the mainstreaming process in a structured way. To what degree are the prerequisites for gender mainstreaming met? The first step of a gender mainstreaming policy plan consists in giving an overview of the degree to which the necessary prerequisites and facilitating conditions, which stipulate the framework for mainstreaming, are available. It has been said before that not all prerequisites have to be met in order to be able to start gender mainstreaming. The following questions are meant to help in identifying more clearly what could be a possible asset, what could be a problem when starting gender mainstreaming. Considering these necessary prerequisites and facilitating conditions, the following aspects should be kept in mind: Is there political will? - To what degree has the goal of gender equality already been accepted and defined as one of the important goals to obtain? Do current commitments explain the importance of achieving gender equality in all areas of life; state the intention to mainstream a gender equality perspective into all policies and programmes; indicate that the objective is that these programmes and policies will effectively promote and lead to gender equality; set clear criteria for gender mainstreaming? - To what degree is there public awareness of gender equality issues? - Is the political will to adopt the goal of gender equality visible? Where is the political will concentrated: in the government, the political parties, the parliament? Is there is a mission statement or any other document on gender equality? On gender mainstreaming? - To what extent have existing commitments been put into practice? Is there support for gender equality in the administration? - Which further commitments or mission statements in terms of gender equality will, can or should be taken? What assistance is available from gender equality machineries? - What is the mandate of the national equality machinery as an administrative organisation, and what are its human and budgetary tools and resources? What is the position of the gender equality machinery in the hierarchy of the administration? - What equal opportunities and anti-discrimination legislation does exist and how comprehensive is it? - How much capacity do gender equality units have to build up further gender expertise? - What specific equality policies do exist? - Are there focal points on gender equality at relevant levels or parts of the administration? 40 What statistics are available? - How complete is the range of statistics available now, compared to what is needed for gender mainstreaming? - Are regular statistics desegregated by sex? By other background variables? Is comprehensive knowledge of gender relations available? - Is comprehensive knowledge of gender relations available? If so, where can it be found? - Is gender expertise, such as women’s or gender studies, available in universities? Is there gender expertise in other bodies (research and documentation centres)? How does the administration work? - How is the decision-making process organised? - What actors are normally involved in policy-making? Which steps are taken to involve them in mainstreaming? Who is normally responsible? - What are key positions in the administration in relation to mainstreaming? - How are key administrators trained? Are women’s studies or gender studies part of their training? Where are funds and human resources to be found? - What financial and human resources will be needed for gender mainstreaming? What budget is available for specific gender equality policy? - What decisions are needed to reallocate regular financial or human resources for gender mainstreaming? Can support from representatives in political and public life be expected? - What are the proportions of both sexes in the various fields of public and political life, especially at the level of decision-making? It is important to draw a precise picture of the degree to which these prerequisites or facilitating conditions are available. However, a lack of certain prerequisites is not a reason to put gender mainstreaming off. Some of the prerequisites mentioned above might not yet be available, but could be easily achieved in the near future. In that case, the question to ask is what, in terms of money, time and input of human resources, is necessary in order to achieve them. Other prerequisites might not be easily achievable in the near future. A possibility is to check whether alternatives are available. A precise overview of the available necessary prerequisites and facilitating conditions outlines the framework in which gender mainstreaming can take place. It gives a clear picture of the margin for mainstreaming, e.g. this overview might already indicate the actors available and initiatives that can be taken. In that way, it helps to put the ambition to mainstream in a realistic perspective. 41 How to make a gender mainstreaming policy plan context-specific? The second step of a gender mainstreaming policy plan consists in translating the various ingredients of a mainstreaming strategy into a plan of action that is context-specific. This checklist is an attempt to find a starting point for gender mainstreaming and to set up a comprehensive mainstreaming policy plan. It is by no means a comprehensive list - a gender mainstreaming policy plan should also require a detailed budget or an exact time schedule. The main objective of this checklist is to support gender mainstreaming initiatives. There is not one recipe on how to mainstream, but a whole cookery book. The heart of the matter consists in composing a balanced menu. The success of gender mainstreaming starts with a mainstreaming policy plan that gives a context-specific overview of the possibilities and necessities for gender mainstreaming. The main question to keep in mind here, is where the highest potential for introducing renewal or change lies. The following aspects should be considered: Define which actors will be expected to play a role in gender mainstreaming Consider the following questions to make your choice: - What role could the various actors, such as politicians, the administration, gender equality machineries, researchers and experts, NGOs, interest and pressure groups, the media, play in terms of initiating, executing and supporting gender mainstreaming issues? - What should the exact tasks of the various actors be, and how much workload will this involve? - What means would the various actors need? Which resources can be reallocated? - What would their respective responsibilities be? Define the policy areas and levels that are most suited for starting gender mainstreaming Consider the following questions to make your choice: - Which policy areas contain the most important bottlenecks to equal gender relations? - Which policy areas are generally recognised as being important for achieving gender equality and have experience with measures to promote gender equality? - Which policy areas contain issues which are placed high on the political agenda? - Which policy areas will produce an eye-opening effect? - Which policy areas are most relevant for gender mainstreaming in the long run? - Which policy levels are most suited for gender mainstreaming in terms of: the policy issues dealt with at the various policy levels; the availability of gender experts and other potential actors; the suitability of techniques and tools? Define the techniques and tools that will be used for mainstreaming Consider the availability of the following techniques and tools: analytical techniques and tools such as statistics, surveys and forecasts, cost-benefit analyses, research, checklists, guidelines and terms of reference, gender impact 42 assessment methods, evaluation and monitoring; educational techniques and tools such as awareness-raising and training courses, followup action, ’mobile or flying expertise’, manuals and educational material; consultative and participatory techniques and tools such as an equal participation of both sexes in decision-making, working or steering groups and think tanks, phone lists and organisational charts, conferences and seminars, hearings. - What are the most suitable techniques and tools in view of: the policy areas involved and the experience with, or need for, certain techniques and tools, such as consultative and participatory tools? the policy levels involved and the experience with certain techniques and tools? the actors involved and their main shortcomings, i.e. lack of knowledge to recognise and analyse gender issues or lack of expertise to deal with these issues, which require analytical or educational techniques and tools? - What experience and means are available or necessary to develop new techniques and tools or to adapt existing ones? - Ideally, gender mainstreaming should be a red thread leading through all fields and stages of the policy spectrum. In practice, it will be difficult to begin in all areas at the same time. Starting everywhere at once night lead to a splintering up of resources and attention. Mainstreaming has to be started somewhere, and this starting point has to be well chosen, in order to make sure that the gender mainstreaming process will lead to success. How to monitor the impact of gender mainstreaming? Once a gender mainstreaming policy plan has been constructed and the mainstreaming process has been started, it is important to watch over the quality of mainstreaming initiatives. In recent years there has been a growing awareness that policy initiatives require follow-up and evaluation, in order to gather the necessary information on their effect and efficiency. Monitoring serves this purpose. Monitoring is more than evaluation. It consists of the continuous scrutinising, evaluation and follow-up of policies. In order for this continuity to be achieved, the monitoring of gender mainstreaming has to be part of the normal monitoring process. The way monitoring takes place has to be decided when the gender mainstreaming project is started. Even if monitoring is generally associated with the policy implementing and evaluating stage, the basis for monitoring has to be laid when preparing and planning policies. It is during that stage that the techniques, tools and criteria for monitoring policies are defined. Hereafter, the reader will find a short checklist, explaining how the various ingredients of a mainstreaming strategy could be considered from a monitoring perspective. The most important steps of monitoring are to: • • • • identify who will be responsible for monitoring; identify what has to be monitored: the activities of actors, the results for gender relations, the effectiveness and efficiency of the gender mainstreaming process; choose techniques and tools for monitoring, develop indicators; organise follow-up. 43 The ultimate goal of monitoring - continuously improving the quality of gender mainstreaming can only be reached if the results of evaluation reports and other monitoring activities have consequences for the development of future policies. Given the fact that gender mainstreaming is a new and innovative strategy, monitoring is most important for the further development and improvement of the quality of gender mainstreaming. 2. Good practices of gender mainstreaming This last chapter contains examples of good practices of gender mainstreaming which have been referred to throughout the report. These examples cover a broad range of policy plans, regulations, actions and techniques or tools. The aim of this chapter is to illustrate the methods and ways to mainstream a gender perspective into the policy spectrum and thereby to facilitate the setting up of a gender mainstreaming policy plan. Several of the examples mentioned were presented as examples of gender mainstreaming. Others were initiated before the strategy of gender mainstreaming became known and do not refer to it, but nevertheless, fit into the gender mainstreaming strategy. We do not present a full inventory of all existing gender mainstreaming practices. There are other examples which could have been included if more specific information had been available in time. We have made a radical selection among the material received, choosing only the most clear examples. We are, however, most grateful to all those who reacted to our request for examples, because all the material received has been very useful in the Group's discussions to compile this report. We regret that we have not found examples in Central and Eastern Europe yet, but we hope that our report will help all countries in Europe to develop the strategy of gender mainstreaming further. To make a choice for the examples on gender mainstreaming used in Part III, we used four criteria. The criteria follow our definition of mainstreaming, where it is stated that "mainstreaming is the (re)organisation, improvement, development and evaluation of policy processes, so that a gender equality perspective is incorporated in all policies at all levels and at all stages, by the actors normally involved in policy-making". Mainstreaming involves the reorganisation of policy processes because it shifts the attention of gender equality policies to everyday policies and to the activities of the existing actors. Our first criterion is that the examples used have to be the result of a political initiative at a high level of responsibility. Political and high level responsibility is needed to be able to achieve this reorganisation of policy processes necessary for mainstreaming. Our second and third criterium are connected to the target of mainstreaming and to the actors involved. The examples must show that the aim is to incorporate a gender equality perspective into everyday policies, and that they aim to do so by involving ordinary actors, namely the actors who are normally involved in these policies. The last criterion is added to exclude rhetoric policies: as has been said before, we only want examples of mainstreaming in practice, and that means that they have to be concrete and specific. It is of course very important if there is a general political statement that mainstreaming will be started in all policies by all actors, but we want our examples to be more concrete. That means that there has to be a choice of policy areas, or policy levels, or policy instruments, and some results of the mainstreaming project. 44